Beat Mutual Fund Managers and Separately Managerd Account Managers
 

 

Are you using Professional Money Managers or Mutual Funds?

Did You Know: Morningstar reported that more than 80% of the U.S. large-cap active money managers underperformed their benchmark index over the past 10 years from 12/31/1998 through 12/31/2008.

This image shows the percent of Fund Managers that under-perform their benchmark index. Let Oliver Capital Management help you outperform the stock market with less risk and lower cost.

Are you invested heavily in Mutual Funds?

  • No-load mutual funds average about a 1% annual management fee.

  • The average mutual fund has to earn 3% a year just to break even.

  • Sales charges on "load" funds can be as high as 8%.

  • Wrap accounts at full service brokerage firms can add another 3% on top of the mutual fund management fee.

John Bogle, the founder of the Vanguard family of mutual funds, said the following:

Management fees in this industry run about 1.6% for the average equity fund. By the time you add in portfolio turnover costs, which nobody discloses, and you add the impact of sales charges and opportunity costs because funds aren't fully invested, and out-of-pocket fees, you are probably talking about another 1.4% of cost, bringing that 1.6% management fee or expense ratio up to 3% a year. That is an awful lot of money."

Louis Rukeyser Mutual Funds newsletter:

"The sad truth is that last year fewer than one stock fund in five beat the unmanaged S&P 500. And over the past three calendar years, an astonishing 92% did worse. Which means that the overwhelming majority of these money managers are getting their megabuck salaries for reducing your return!"

The Solution:

If you have $100,000 or more, let Oliver Capital Management can provide a systematic and disciplined approach to reduce costs, increase performance, and decrease overall risk in your portfolio.

The founder of the Oliver Capital Management "grew up" at two of Wall Street’s largest and most respected investment management / brokerage firms and witnessed a number of unfavorable changes that directly affected investment portfolio returns as well as the general satisfaction of his clients. As a result, he founded Oliver Capital Management and incorporate the same assurances and features clientele have come to expect from a major Wall Street firm, but with significantly lower expenses, superior investment solutions with higher returns and more importantly, less risk. An integral part of the success is the confidence affluent investors have in their systematic approach to investing, otherwise known as the Strategically Engineered Portfolio Program (SEPP) which utilizes Exchange Traded Funds (ETF's).

Oliver Capital Management has provided information exclusively to visitors of this website about their revolutionary Strategically Engineered Portfolio Program for download. Plus, you will receive an overview of Exchange Traded Funds and how you can benefit from them.

To obtain your free SEPP performance report, please continue below:
 
 
Beat Mutual Fund Managers and Professional Money Managers by having Oliver Capital Management manage your investments.
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"Outperform with Less Cost and Risk"

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Here's what you'll learn in this exclusive report:
  • How to best position your Portfolio: What stocks do you have?
  • Reduce Risk : Is there too much risk in your portfolio?
  • Reduce Costs : Paying too much for Investment Advice?
  • And much more! Click here
 
 


Forget about active "Professional" Money Managers! This is your chance to discover how Oliver Capital Management's ETF (Exchange Traded Fund) Portfolio can be used to best position your portfolio to Outperform the Market, Reduce Risk and Reduce unnecessary Investment Costs and fees! Plus, ETF's are more tax efficient and have far lower expense ratios than mutual funds! You wont't find a report like this anywhere else! And you can get it TODAY at absolutely no cost! This special offer is designed to introduce you to Oliver Capital's Strategically Engineered Portfolio Program utilizing Exchange Traded Funds and how they can be used effectively to create a portfolio that beats Money Managers!

Don't miss this exclusive offer. No cost whatsoever. Just complete the request form.

 

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Oliver Capital Management, Inc. | 601 Union Street | 42nd Floor | Seattle, WA 98101 | 206-652-3500


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